New in Caseware Cloud Engagements 2026-10

The 2026-10 release introduces enhancements to Caseware Cloud Engagements, including customization features on the Data page and within dynamic tables, sampling with high amount threshold in the Analytics Hub and more.

Each feature in this release is marked with an availability badge. Use the legend below to understand what applies to you and whether any action is required.

This page lists new features in this release that apply to authors and end users.

• Authoring features

• End-user features

Authoring features

Print wide dynamic tables across multiple pages

#enterpriseauthors #firmauthors #endusers

You can now split wide dynamic tables across multiple pages when printing or exporting to PDF, whether you are working with custom dynamic tables or standard statement templates. In previous versions, wide tables compressed horizontally to fit on a single page, which reduced text readability. You can now insert 1 or more vertical column breaks at chosen boundaries to wrap tables across pages cleanly.

When printed or exported, the table splits at the break and continues across pages first, then down. Row heights remain aligned across all pages. By default, repeated column headings, row descriptions and note references help readers follow financial figures on continuation pages.

For authors

• As firm and enterprise authors, you can control where multi-column reports split. You no longer need manual workarounds, such as splitting data into separate disconnected tables.

To ensure tables print in the intended sequence, pair vertical column breaks with horizontal row page breaks. A tooltip in the column property panel guides authors through setting up these breaks.

An example of the column options for splitting wide dynamic tables:

To learn more, see Add data in the financial statements tables.

End-user features

New customization features for Financial Groups and Trial Balance

#endusers

The Data page now includes new customization features for the Trial Balance in the Accounts and Financial Groups tabs.

• Continuous scrolling: Trial balance data now loads as you scroll, without pagination.

• Column pinning: Columns, such as Account Number and Account Name, can remain visible while you scroll horizontally through balances and periods.

• Column order and visibility: Columns can be reordered by dragging and shown or hidden from the Columns menu. Your layout preferences are saved across sessions.

• Zero-balance accounts: A new toggle lets you hide accounts with no activity or a zero balance.

• Duplicate account numbers: In consolidated engagements, a new toggle lets you combine accounts with the same account number into a single row.

• Custom column layouts: The same column pinning, reordering and visibility options are available when you review financial group balances.

An example highlighting the above-mentioned features:

An example of the Options menu:

To learn more, see View the client's trial balance data.

Automatic population totals for Monetary Unit Sampling manual sizing

#endusers

When you enter sample sizing manually in Monetary Unit Sampling (MUS), the Analytics Hub now displays the population dollar total. When you adjust transaction filters, you can refresh the total to reflect the updated population. When you run the sample, the Analytics Hub uses the selected amount column to draw the sample.

To learn more, see Generate a sample dataset from Analytics Hub.

Sampling with a high amount threshold in Analytics Hub

#endusers

You can now set a high amount threshold when using Random, Systematic or Monetary Unit sampling in the Analytics Hub. Any item with an absolute amount that meets or exceeds this threshold is automatically included in the sample. The statistical sampling method runs on the remaining population. High amount items are marked with a star in the results.

To learn more, see Generate a sample from Analytics Hub.

Choose a sort order for Systematic Sampling

#endusers

You can now choose how transactions are sorted before Systematic Sampling selects your sample. Choose Posting Date or Entered Date to order transactions before the sample is drawn, so your sample selection better matches your intended testing approach.

To learn more, see Generate a sample from Analytics Hub.